CFO Plans

OCTOBER 4, 2024

Accounting Automation for Startups: The Secret Weapon For tech startups, accounting automation is like having a secret weapon. By embracing accounting automation for startups , tech companies ensure their financial data is always on point, setting the stage for sharp decision-making.

Management Consulting 52

Management Consulting Risk Management CFO Startups 52

CFO Plans

AUGUST 9, 2024

Discover how CFO Plans can transform your financial management and set your business on the path to success. Outsourced CFO Services Revolutionize Financial Management Outsourced CFO services have revolutionized financial management for businesses of all sizes. Leverage remote accounting support for your global business.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

JULY 25, 2024

Financial data can be accessed from anywhere, at any time, providing real-time insights into the company’s financial health. Leverage Virtual CFO Services and Financial Consulting For manufacturing businesses that may not have the resources to hire a full-time CFO, SaaS accounting software can be a valuable asset.

Manufacturing 52

Manufacturing Accounting CFO Startups 52

CFO Plans

MAY 16, 2024

Here’s how SaaS accounting software is revolutionizing financial management and why it’s essential for CFOs. Discover SaaS Accounting Solutions Now Real-Time Financial Data for Informed Decision-Making One of the standout features of SaaS accounting platforms is real-time access to financial data.

Accounting 52

Accounting Compliance Manufacturing Financial Data 52

CFO Plans

AUGUST 2, 2024

With the demands of modern businesses continuously growing, leveraging technology to streamline accounting processes is crucial for maintaining accuracy, efficiency, and competitiveness. These platforms offer real-time access to financial data, robust security features, and the flexibility to work from anywhere.

Technology 52

Technology Accounting CFO Tax Planning 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging advanced software, businesses can streamline their accounting processes, reduce errors, and save valuable time. Platforms like QuickBooks and Xero provide real-time insights into financial data, enabling more informed decision-making and efficient tax preparation.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Plans

SEPTEMBER 6, 2024

In today’s dynamic business environment, making informed and strategic financial decisions is paramount to achieving sustainable growth and profitability. For many businesses, especially startups and small to medium-sized enterprises, hiring a full-time Chief Financial Officer (CFO) can be financially daunting.

CFO 52

CFO Startups Tax Planning Planning 52

PYMNTS

DECEMBER 8, 2020

Plus, online lending startup SoFi is looking to go public through a SPAC. The top banking and insurance watchdog in China is looking to crack down on the perceived Big Tech monopoly of financial data and further curb abuses of power, and will especially examine the “spillover” cross-sector between financial and technology.

Startups 52

Startups Economics Compliance Forecasting 52

CFO Plans

AUGUST 23, 2024

Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.

CFO 52

CFO Tax Planning Leverage Budgeting 52

Centage

SEPTEMBER 13, 2022

Elements of Financial Forecasts A forecast includes both budgeted items and actual results to show where your business is headed. When leveraged correctly, a forecast is useful for implementing innovative decisions and changing strategies. This method is critical for startups without historical data.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. Data-driven decision-making enables more informed and precise financial strategies.

Finance 52

Finance Prioritization Compliance Leverage 52

CFO Plans

JUNE 14, 2024

It’s about leveraging financial insights to drive strategic decisions and elevate your business to new heights. Cloud-Based Accounting Software for Future Financial Management Gone are the days of manual bookkeeping and cumbersome spreadsheets.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO Plans

SEPTEMBER 24, 2024

By leveraging the cloud, businesses can access their financial data anytime, anywhere. This not only enhances flexibility but also ensures that your data is secure and up-to-date. Cloud-based accounting services reduce the need for manual data entry, thereby minimizing errors and saving valuable time.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO Plans

JUNE 27, 2024

By leveraging tailored financial solutions, companies can drive growth and navigate the financial landscape with confidence. A small tech startup, for example, reduced its tax liabilities by 15% after engaging an outsourced CPA for tax planning and preparation.

Financial Reporting 52

Financial Reporting Tax Planning CFO Manufacturing 52

The Finance Weekly

MARCH 5, 2024

Next, came a new solution, Datarails Connect , which leverages Excel's success to transform it into a kind of self-service BI solution, enabling finance professionals to become truly independent by connecting their entire data stack to Excel in a simple and self-service manner. The Winners!

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

CFO Plans

AUGUST 30, 2024

Leveraging technology to streamline accounting processes is no longer a luxury but a necessity. Here are some cutting-edge tools that are transforming the industry: Cloud-Based Accounting Services Cloud-based accounting services offer real-time access to financial data from anywhere, at any time.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

SEPTEMBER 24, 2024

Get Expert Financial Forecasting Services Now Understanding Small Business Financial Advisory Services Financial forecasting is an integral part of Small Business Financial Advisory services. These tools provide real-time data and analytics, enhancing the precision and reliability of your forecasts.

Forecasting 52

Forecasting Planning Strategic Planning Leverage 52

Spreadym

AUGUST 10, 2023

QuickBooks: A widely used accounting software that offers robust financial reporting capabilities, suitable for small and medium-sized businesses. Xero: Another popular cloud-based accounting software with strong financial reporting features, particularly favored by small businesses and startups.

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) Accounting Standards CFO 52

PYMNTS

AUGUST 29, 2019

Aggregating financial data from a smorgasbord of FIs enables CUs to create customer profiles and forecast the services they will likely use. The partnership will further open banking by leveraging the former’s open API cloud-based MoveMoney platform, which accelerates payments via data aggregation and AI.

Banking 63

Banking Securities Forecasting Communication 63

CFO Share

AUGUST 15, 2024

Your Fractional CFO will work closely with you to gather all necessary financial data and assumptions, challenging your beliefs and pressure-testing the company’s financial resilience. This will help you think through your strategy more thoroughly and ensure the pro forma is realistic.

CFO 52

CFO Securities GAAP Startups 52

CFO Talks

AUGUST 15, 2024

Practical Steps: Invest in AI and Machine Learning : Utilize AI to automate routine tasks such as data entry, payroll processing, and even some aspects of compliance and risk management. Leverage Big Data Analytics : Implement systems that can analyze large sets of data to uncover patterns, predict trends, and provide actionable insights.

CFO 52

CFO Finance Problem Solving Budgeting 52

PYMNTS

JUNE 28, 2019

Serai likens itself to a professional social networking solution, and the backing by HSBC will allow Serai to leverage HSBC’s existing client base. Small business lending startup Lulalend is driving alternative finance growth in South Africa, and just announced $6.5 million in funding for its technology, reports said this week.

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

AUGUST 11, 2017

Ten years out, consumers and big businesses experience the credit crunch as a memory, but for SMBs, particularly startups, the credit crunch is a reality. Despite startups’ strong demand for financing, their problems are more acute than other firms, with most facing shortfalls and many discouraged from even applying.”. And they did.

Startups 47

Startups Banking Finance Retail 47

PYMNTS

JUNE 1, 2017

The feature allows individuals to quickly pull data related to invoicing, revenue and customer payment trends (just to name a few) from their dashboard. The analytics tool is designed for SMBs and startups without access to financial analytics platforms. Furthermore, there is no ongoing maintenance associated with the service.

B2B 42

B2B Invoicing Budgeting Currencies 42

Adam Kae

AUGUST 18, 2023

Financial Insights for Growth Leveraging Data: Turning Financial Information into Actionable Insights It's time to dive into the treasure trove of data. Think of financial data as clues left behind by those who've journeyed these waters before. We will call him, Captain Alex.

CFO 52

CFO Communication Strategic Planning Education 52

Centage

SEPTEMBER 13, 2022

Elements of Financial Forecasts. When leveraged correctly, a forecast is useful for implementing innovative decisions and changing strategies. Elements of a financial forecast include: Historical data: You can use your business’s historical data to forecast your company’s future performance and growth.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

PYMNTS

SEPTEMBER 11, 2017

Business intelligence, advertising figures, demographics, personal information and research and market statistics are just a few of the types of data that are available on these marketplaces. Organizations are hungry for data these days. Another example is the China-based bike rental startup, Mobike.

Sales 63

Sales Advertising Leverage eCommerce 63

Global Finance

DECEMBER 16, 2024

He is a pragmatist change maker with belief in the power of collaboration with an open ecosystem of clients, partners, startups, and industry bodies. Global Finance: Cutting through the hype, what role can AI play in the way financial services are delivered and consumed? That is on the horizon for us in 2025.

Banking 66

Banking Finance Leverage Technology 66

PYMNTS

DECEMBER 26, 2018

While traditionally, banks have controlled the infrastructure, hardware and operating systems for financial services, new entrants may have the agile infrastructure and innovative propositions to personalize to meet individual consumer needs. In fact, KPMG spoke to 1,000 SMEs in the U.K. as part of their “ Is Open Banking Open for Business ?”

Banking 51

Banking Financial Data Invoicing Technology 51